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Altria Group

1,868 hedge funds and large institutions have $46.8B invested in Altria Group in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 811 increasing their positions, 656 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $738M | Put options by funds: $580M

24% more repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 656

18% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 95

0.11% less ownership

Funds ownership: 58.87%58.76% (-0.11%)

4% less capital invested

Capital invested by funds: $48.9B → $46.8B (-$2.01B)

1% less funds holding

Funds holding: 1,8951,868 (-27)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
1,868
Holders Change
-27
Holders Change %
-1.42%
% of All Funds
29.77%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.45%
New
112
Increased
811
Reduced
656
Closed
95
Calls
$738M
Puts
$580M
Net Calls
+$158M
Net Calls Change
-$23.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
501
Cannell & Spears
New York
$2.5M -$1.3M -28,211 -33%
DIA
502
Dana Investment Advisors
Wisconsin
$2.49M -$24.4K -530 -0.9%
MGP
503
Metis Global Partners
California
$2.48M +$845K +18,375 +49%
ELC
504
Edgar Lomax Company
Virginia
$2.48M
RC
505
Roundview Capital
New Jersey
$2.46M +$128K +2,789 +5%
HAIM
506
Hunter Associates Investment Management
Pennsylvania
$2.45M -$447K -9,717 -15%
TTWM
507
TCV Trust & Wealth Management
Virginia
$2.45M -$2.56M -55,586 -50%
PMG
508
ProVise Management Group
Florida
$2.44M +$236K +5,125 +10%
DAM
509
Deltec Asset Management
New York
$2.43M -$60.5K -1,315 -2%
SIC
510
Salem Investment Counselors
North Carolina
$2.43M +$94.2K +2,049 +4%
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$2.42M -$78.9K -1,717 -3%
VCA
512
Verdence Capital Advisors
Maryland
$2.4M +$208K +4,534 +9%
PL
513
Parthenon LLC
Kentucky
$2.38M
LS
514
Leelyn Smith
Illinois
$2.37M +$45K +978 +2%
Parallax Volatility Advisers
515
Parallax Volatility Advisers
California
$2.35M -$1.8M -39,118 -43%
UCFA
516
United Capital Financial Advisors
Texas
$2.35M -$489K -10,644 -17%
CIAS
517
Capital Investment Advisory Services
North Carolina
$2.35M -$46.6K -1,014 -2%
WPA
518
Winning Points Advisors
Florida
$2.34M -$45K -979 -2%
VF
519
Virtu Financial
New York
$2.33M +$1.71M +37,152 +246%
FHC
520
First Heartland Consultants
Missouri
$2.33M -$34.8K -758 -1%
CA
521
Clearstead Advisors
Ohio
$2.31M +$5.42K +118 +0.2%
YIH
522
Y-Intercept (HK)
Hong Kong
$2.31M -$271K -5,887 -10%
P
523
Pitcairn
Pennsylvania
$2.3M +$252K +5,480 +12%
CK
524
Cohen Klingenstein
New York
$2.3M
CWP
525
Cyndeo Wealth Partners
Florida
$2.29M +$1M +21,779 +74%

MO Hedge Fund Activity: Q1 2023 in Review

1,868 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q1 2023, worth a combined $46.8B — down 4.1% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new MO positions and 95 closed out — a net gain of 17 holders — while 811 added to existing stakes and 656 trimmed.

The largest buyer was Capital World Investors, adding an estimated $852M. The largest seller was GQG Partners, cutting an estimated $555M.

  • 1,868 institutional investors held Altria Group (MO) as of Q1 2023, down from 1,895 in Q4 2022.
  • Funds reported $46.8B of Altria Group stock for Q1 2023, down 4.1% quarter-over-quarter.
  • 112 funds opened new Altria Group positions in Q1 2023 and 95 closed out, a net change of +17 holders.
  • The largest Altria Group buyer in Q1 2023 was Capital World Investors, an estimated $852M added.
  • The largest Altria Group seller in Q1 2023 was GQG Partners, an estimated $555M sold.

Based on aggregated 13F filings for Q1 2023.